Diamond Hill Capital Management LLC Investment Advisor Takes Position in Texas Instruments Incorporated $TXN

Diamond Hill Capital Management LLC Investment Advisor acquired a new stake in Texas Instruments Incorporated (NASDAQ:TXN) in the second quarter, according to the company in its most recent filing with the SEC. The firm acquired 805,391 shares of the semiconductor company’s stock, valued at approximately $240,063,000. Texas Instruments comprises 1.9% of Diamond Hill Capital Management LLC Investment Advisor’s holdings, making the stock its 12th biggest position.

Other institutional investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC increased its holdings in Texas Instruments by 33.4% in the fourth quarter. Brighton Jones LLC now owns 16,840 shares of the semiconductor company’s stock valued at $3,158,000 after purchasing an additional 4,218 shares during the period. Intech Investment Management LLC lifted its holdings in Texas Instruments by 12.8% during the 1st quarter. Intech Investment Management LLC now owns 9,084 shares of the semiconductor company’s stock worth $1,632,000 after buying an additional 1,031 shares during the period. Osterweis Capital Management Inc. lifted its holdings in Texas Instruments by 1,810.0% during the 2nd quarter. Osterweis Capital Management Inc. now owns 191 shares of the semiconductor company’s stock worth $40,000 after buying an additional 181 shares during the period. Main Street Financial Solutions LLC grew its position in shares of Texas Instruments by 1.7% in the 2nd quarter. Main Street Financial Solutions LLC now owns 7,417 shares of the semiconductor company’s stock valued at $1,540,000 after buying an additional 126 shares during the last quarter. Finally, HUB Investment Partners LLC grew its position in shares of Texas Instruments by 3.5% in the 2nd quarter. HUB Investment Partners LLC now owns 14,673 shares of the semiconductor company’s stock valued at $3,046,000 after buying an additional 496 shares during the last quarter. 84.99% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

TXN has been the subject of a number of analyst reports. The Goldman Sachs Group raised their price objective on Texas Instruments from $200.00 to $225.00 and gave the stock a “sell” rating in a research report on Thursday, July 23rd. Robert W. Baird raised their price target on shares of Texas Instruments from $300.00 to $385.00 and gave the stock an “outperform” rating in a report on Thursday, July 23rd. Wall Street Zen upgraded shares of Texas Instruments from a “hold” rating to a “buy” rating in a research report on Saturday, July 18th. JPMorgan Chase & Co. upped their price objective on shares of Texas Instruments from $280.00 to $340.00 and gave the company an “overweight” rating in a research note on Thursday, July 23rd. Finally, Cantor Fitzgerald reiterated a “neutral” rating on shares of Texas Instruments in a research report on Monday, July 20th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, eight have given a Hold rating and four have assigned a Sell rating to the company. According to data from MarketBeat, Texas Instruments has an average rating of “Moderate Buy” and a consensus price target of $312.12.

Texas Instruments Price Performance

Texas Instruments stock opened at $279.58 on Monday. The stock has a market capitalization of $255.33 billion, a price-to-earnings ratio of 42.55, a PEG ratio of 1.10 and a beta of 1.33. Texas Instruments Incorporated has a 52-week low of $152.73 and a 52-week high of $334.03. The stock’s 50 day moving average price is $292.66 and its two-hundred day moving average price is $257.02. The company has a debt-to-equity ratio of 0.72, a quick ratio of 3.44 and a current ratio of 4.86.

Texas Instruments (NASDAQ:TXN) last released its quarterly earnings data on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share for the quarter, beating the consensus estimate of $1.91 by $0.23. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The company had revenue of $5.46 billion during the quarter, compared to analyst estimates of $5.26 billion. During the same quarter in the previous year, the business posted $1.41 EPS. Texas Instruments’s revenue for the quarter was up 22.8% compared to the same quarter last year. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. On average, equities analysts predict that Texas Instruments Incorporated will post 8.42 earnings per share for the current year.

Texas Instruments Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, August 11th. Shareholders of record on Friday, July 31st were issued a $1.42 dividend. This represents a $5.68 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date was Friday, July 31st. Texas Instruments’s dividend payout ratio (DPR) is presently 86.45%.

Texas Instruments Profile

Texas Instruments Inc (NASDAQ: TXN) is a global semiconductor company headquartered in Dallas, Texas, that designs and manufactures analog and embedded processing chips. The company’s products are used across a wide range of end markets, including industrial, automotive, personal electronics, communications and enterprise equipment. TI’s business emphasizes components that condition, convert, manage and move electrical signals—capabilities that are foundational to modern electronic systems.

TI’s product portfolio includes a broad array of analog integrated circuits—such as power management, amplifiers, data converters and interface devices—as well as embedded processors and microcontrollers used to control systems and run real-time applications.